Wealth Manager

Creative Planning; Portland (OR); On-site; USD 110,000 - 160,000; Full time

Job summary

Creative Planning is seeking a Wealth Manager to develop and implement strategies addressing financial, investment, insurance, tax, and estate planning needs for clients in Portland. The role drives client retention and business development, serving as the main liaison to present Creative Planning's services clearly.

Responsibilities include leading wealth management discussions, creating comprehensive financial plans, and expanding market share in the local area while adapting to a dynamic

Qualifications

• 7 years financial services experience including direct sales with investment clients
• Ability to present complex financial topics to clients with clarity
• Bachelor's degree in finance, business or marketing preferred
• Graduate degree (JD, MBA or CPA) preferred

Responsibilities

• Serves as the primary point of contact for wealth management clients
• Assist in the creation, delivery, execution and management of complex financial plans
• Increases market share in their local market
• Maintains a positive attitude in a rapidly changing environment
• All other duties as assigned

Skills

Client relationship management

Sales experience

Attention to detail

Presenting complex financial topics

Education

Bachelor's degree in finance, business or marketing

Graduate degree (JD, MBA or CPA)

Tools

MS Word

Excel

PowerPoint

Mobile OS knowledge

Job description

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner.

JOB DUTIES

• Serves as the primary point of contact for wealth management clients
• Assist in the creation, delivery, execution and management of complex financial plans
• Increases market share in their local market
• Maintains a positive attitude and willingness to adapt in a rapidly changing environment
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• 7 years financial services experience including direct sales with investment clients Solid knowledge and ability to present complex financial topics to clients
• Ability to handle highly detailed work with a great degree of accuracy
• Bachelor's degree, preferably in a related field such as finance, business or marketing

PREFERRED EXPERIENCE / QUALIFICATIONS

• 10 or more years financial services experience to including direct sales with investment clients
• Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

• Proficiency in MS Word, Excel and PowerPoint
• Understanding of mobile operating systems such as Android or IOS
• Ability to adapt and integrate new technology quickly